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Wednesday, May 20
 

8:00am CDT

(124) Fundamentals of Generative AI
Wednesday May 20, 2026 8:00am - 8:45am CDT
Generative AI isn’t just transforming how we work, it’s reshaping how decisions are made, tasks are completed, and roles evolve. From practical prompting techniques that improve productivity to emerging AI agents that can research, plan, and support real work, the technology is advancing rapidly. Amid the hype and concern, one reality is clear: AI doesn’t replace people. It changes what effective work looks like.

In this fast-paced, practical session, participants will explore the AI capabilities that matter most right now. You’ll see how prompting and agent-based systems are influencing modern workflows, learn about the latest tools for you to use, and how to stay relevant through your use of AI.
Speakers
avatar for Jim Spellos

Jim Spellos

Meeting U

Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(132) Exploring Enterprise Automation with Infor
Wednesday May 20, 2026 8:00am - 8:45am CDT
Learn how Infor accelerates enterprise automation with innovative capabilities designed to deliver faster business value. This session highlights current features such as Review Center, concurrent runtimes that significantly reduce automation time for key processes like invoice processing and vendor management, enhanced custom execution log messages, and developer experience upgrades in RPA Studio.

You’ll also get a preview of upcoming innovations like Serverless RPA, RPA extensions, and global automation packages designed to significantly reduce time to value and accelerate automation at scale.
Speakers
avatar for Carsten Steinhoefel

Carsten Steinhoefel

Principal Solution Architect, Infor

avatar for Tanya Gonzalez

Tanya Gonzalez

Sr Director of Product Management, Infor
Tatiana (Tanya) Gonzalez is the Sr. Director of Product Management for Infor Industry Cloud Platform, overseeing Artificial Intelligence (AI) technologies, including Generative AI, Machine Learning, Optimization and Robotic Process Automation (RPA), enabling the future of Agent driven... Read More →
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(166) Management by Objective, Operational Excellence and Smart Measurement with Grant W. Howard
Wednesday May 20, 2026 8:00am - 8:45am CDT
Many distributors operate without a clear framework for measuring performance or tracking progress toward their goals. Without proper metrics, companies drift—uncertain of their current position, destination, or whether they've arrived. In today's competitive environment, distributors must leverage metrics, measurements, and objectives to drive performance and achieve tangible results. When implemented correctly, these tools create systematic improvements in accuracy, consistency, and efficiency, ultimately strengthening profitability, enabling smart growth, and enhancing the customer experience.

Join distribution expert Grant Howard of the Grant W. Howard Company for a transformative session on using metrics, measurements, and objectives to generate real results. Grant will identify the critical metrics your company should monitor, demonstrate how to set achievable objectives, and outline proven strategies for reaching them. The discussion will cover business intelligence, analytics, dashboards, KPIs, scorecards, performance indicators, management by exception, and other essential tools. You'll explore practical approaches for improving your bottom line, elevating customer experience, and unlocking growth potential.

This session is platform-agnostic and valuable to all distributors, regardless of which Infor systems you use. Don't miss this high-impact opportunity to learn what it takes to move the needle and drive meaningful results in your organization.

Grant Howard is a recognized authority in the distribution industry, specializing in inventory management, operational excellence, systems optimization, and driving profits, customer satisfaction, and growth. With extensive hands-on distribution experience and service on multiple boards of directors and advisory boards, Grant brings a comprehensive perspective—from the warehouse floor to the executive suite. His results-driven approach delivers outcomes rather than leaving success to chance.
Speakers
avatar for Grant Howard

Grant Howard

Grant W. Howard Co.
Grant Howard is a distribution industry authority and expert on inventory management, operational excellence and systems utilization; as well as driving profits, customer experience and growth potential to new levels.  Grant has over 25 years of practical hands-on distribution experience... Read More →
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(231) eCommerce Project Management: Prioritizing When Everything Is Urgent
Wednesday May 20, 2026 8:00am - 8:45am CDT
When every stakeholder has a top priority, how do you decide what actually gets done first?

Join this dynamic panel discussion as practitioners from both the distributor and partner/vendor sides of eCommerce share strategies for managing competing demands, aligning teams, and delivering results, even when the roadmap feels like it's on fire.

Moderated by Slava Kravchuk (Founder & CEO, Atwix), this session brings together three perspectives on the same critical challenges:

  • Peter Polak, Delivery Director, Atwix (Partner/Vendor Perspective)
  • Molly Williams, PMP, Digital Sales & IT Manager, Centro, Inc. (Distributor Perspective)
  • Jeremy Ott, Sr. Digital Integration Architect, Vallen (Distributor Perspective)
 
Topics will include:

  • Prioritization frameworks and tools for eCommerce projects
  • Stakeholder alignment, trade-offs, communications and managing expectations across teams
  • Technical debt management and when to address it
  • Real-world lessons
  • Audience Q&A

Whether you're deep in an eCommerce build or planning your next phase, this panel offers candid, experience-backed insights you can put to work immediately.



Speakers
avatar for Molly Williams

Molly Williams

Digital Sales and IT Manager, Centro


avatar for Peter Polak, Atwix

Peter Polak, Atwix

Director of Delivery, Atwix

avatar for Jeremy Ott

Jeremy Ott

Sr. Digital Integration Architect, Vallen


Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(350) Infor RPA & Microsoft Power Automate
Wednesday May 20, 2026 8:00am - 8:45am CDT
Learn how Infor RPA and Microsoft Power Automate can reduce manual work and standardize repeatable processes through automation. This session highlights how each platform approaches workflow design, where cloud versus desktop automation fits, and practical patterns for connecting systems and handling exceptions—so you can confidently evaluate use cases and start building.
Speakers
avatar for Brandon Watson

Brandon Watson

VP, Tridex Systems
Tridex Systems is an Infor Alliance Partner working in the Distribution space for 17 years. We can help with on-prem network and server support, also CSD Migrations and anything to deal with CloudSuite InforOS and all of the tertiary applications. 
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(406) Turtle Accelerates Quoting and Grows Their Top and Bottom Lines
Wednesday May 20, 2026 8:00am - 8:45am CDT
Using Canals, Turtle nearly tripled their win rate, boosted sales productivity, and decreased customer response times. Learn about their journey from manually keying every order into Infor SX.e to clearing multiple orders in minutes and see a demo of the technology that’s helping them stand out from the competition.

Key takeaways:
  1. How Turtle automated quoting and order entry even without a PIM
  2. The process from proof-of-concept to implementation and rollout
  3. What the day-to-day looks like for a sales rep in Canals
Speakers
avatar for Aung Latt

Aung Latt

Sales, Canals
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

9:00am CDT

(606) Spark Session: What’s Really Happening Between Your Systems?
Wednesday May 20, 2026 9:00am - 9:15am CDT
Most companies rely on multiple systems, ERP, eCommerce, CRM, but lack visibility into how data actually flows between them. In this session, we’ll introduce you to Sirius, designed to connect and control your systems while giving you full transparency into your data. This is a quick look at how businesses can reduce errors, improve operations, and unlock more value from their existing technology.
Speakers
FR

Francisco Reyes, Atwix

Sales Director, Atwix

Wednesday May 20, 2026 9:00am - 9:15am CDT
Theater 2, Solutions Center

9:15am CDT

(501) Sales and Inventory Visibility Built Into Your Birst Environment | A Back to Birst Session
Wednesday May 20, 2026 9:15am - 9:45am CDT
Sales performance and inventory visibility are the core of distribution analytics — and they are also where the gap between what CSD contains and what managers can actually see tends to be widest. Dragon Pack Operations closes that gap inside Birst, with no additional license and no data leaving your Infor IOS environment. This session will also touch on Dragon Pack Audit — giving attendees a look at what change visibility looks like when it lives in the same environment as your operational data.


In this live demo, you will see how distribution companies are using Dragon Pack Operations and Audit to give sales teams, branch managers, and operations leaders a clear, actionable view of their business, including:


  • Sales Performance — rep-level and branch-level visibility into what is moving, what margins look like, and where performance is trending
  • Inventory Visibility — real-time stock status, movement patterns, and exception-based alerts built directly on your CSD data
  • Role-Anchored Dashboards — structured by role so managers get the answers relevant to them without needing to know how to build a report
  • Operational Exceptions — AP/AR aging, open orders, and backlog visibility surfaced in context alongside sales and inventory data
  • Branch and Regional Comparisons — side-by-side performance views that give leadership the picture across locations in a single dashboard
  • Audit Visibility — a look at how Dragon Pack Audit surfaces what changed, who changed it, and when — directly alongside your operational data and without a separate tool or license
  • Live Access — how Birst's Live Access feature delivers real-time inventory visibility directly inside CSD and what that looks like in a production environment today
We will walk through real dashboard scenarios built for distribution use cases and show how the structured design means your team spends time acting on data instead of hunting for it. If you have been waiting for a reason to open Birst every morning, this is it.


Try Dragon Pack Operations at TUG — Special Member Offer

- Free 2-month trial in live production — exclusively for TUG members

- Free while you are in-flight — no cost during your active CSD implementation

- Monthly subscription, always month-to-month — no long-term commitment, cancel any time


Stop by the ADG booth to sign up or speak with a member of the team in the room.
Speakers
avatar for Craig Vigor

Craig Vigor

Head of CS, Agile Dragon Group

avatar for Victoria Christiansen

Victoria Christiansen

Audit Product Manager/Dragon Librarian, Agile Dragon Group
I have extensive experience in documenting support materials and facilitating training sessions to ensure users have the necessary resources. Throughout my career, I've contributed significantly to organizations by documenting operational procedures and supporting the implementation... Read More →
avatar for David Murphy, Agile Dragon

David Murphy, Agile Dragon

Head of Product Development, Agile Dragon Group


Wednesday May 20, 2026 9:15am - 9:45am CDT
Cumberland 1-2

9:15am CDT

(529) The Best Just Got Better — Introducing the New AI-Enabled WebAccess
Wednesday May 20, 2026 9:15am - 9:45am CDT
For more than 26 years, MaxRecall has helped wholesale distributors bring order to document chaos—improving visibility, tightening processes, and reducing the hidden costs buried in manual workflows. That foundation hasn’t changed. What has changed is how far we can now take it.

We’ve redesigned WebAccess with a clear objective: make document-driven processes faster, more accurate, and easier to manage—without adding complexity to your operation. This is not a feature release. It’s a step forward in how documents are captured, understood, and put to work across your business.

You’ll hear plenty about AI in today’s market. We’ve taken a different approach. Instead of chasing hype, we’ve applied AI where it delivers measurable impact—reducing manual indexing, improving data accuracy, and keeping workflows moving without interruption. The result is a system that works the way your team already operates, only faster and with far less effort.

What Makes the New WebAccess Different
  • Streamlined Document Capture & Indexing: Reduce manual entry with intelligent data extraction that improves speed and consistency. 
  • Batch Processing with Full Visibility: Process high volumes of documents while maintaining real-time insight into status and exceptions.
  • Seamless ERP Integration: Move data from documents directly into your ERP, eliminating rekeying and reducing errors.
  • Simplified User Experience: A redesigned interface built for clarity and efficiency—so your team can get up to speed quickly and stay productive. 
  • Built to Scale with Your Operation: Handle growing document volumes without increasing headcount or operational strain. 
See It in Action

In this live demo session, you’ll get a firsthand look at how the new AI-enabled WebAccess platform performs in real-world scenarios. We’ll walk through the workflows, highlight where time is saved, and show how documents move cleanly through your organization—from capture to completion.

If you’re an existing MaxRecall customer, this is your opportunity to see how the platform has evolved—and how to unlock more value from your current investment. If you’re evaluating document management solutions, you’ll quickly understand what a proven, production-ready system should deliver.

The best just got better.

Join us for the demo and see how the new WebAccess can move your document processes—and your business—forward.
Speakers
avatar for Raymond Brooks

Raymond Brooks

CEO, MaxRecall Technologies

Wednesday May 20, 2026 9:15am - 9:45am CDT
Music Row 4

9:15am CDT

(536) AskQ - ChatGPT for Infor CSD
Wednesday May 20, 2026 9:15am - 9:45am CDT
AI is at the center of every conversation right now, but most teams still aren’t clear on where it actually fits or how to use it in a way that delivers real value. In this session, you will learn how to ask questions in plain language and get immediate insights from your data, how to connect sales, inventory, finance, and CRM in seconds, how leading companies are already using AI to move faster and outperform those who are not, and how to use AskQ to put yourself at the forefront by spotting opportunities and taking action in real time.
Speakers
MH

Mark Henson, OrangeQuery

Data & Analytics Expert, OrangeQuery

Wednesday May 20, 2026 9:15am - 9:45am CDT
Mockingbird 1

9:15am CDT

(544) Why TMS Is the Smartest System You’ll Add This Year
Wednesday May 20, 2026 9:15am - 9:45am CDT
Most systems add complexity. A modern TMS removes it.

In this session, we’ll show how Infor users are simplifying transportation, reducing manual work, and connecting execution to their ERP–without heavy lift from IT.

You will walk away with:
  • A clear understanding of how a modern TMS fits into, and enhances, their existing Infor environment
  •  Insight into how organizations are reducing manual work and improving visibility across transportation
  • A practical view of why TMS delivers fast value without adding complexity for IT teams


Speakers
avatar for Kyle Norg

Kyle Norg

Principal, Pre-Sales Engineer, Shipwell
Kyle is a Principal Sales Engineer at Shipwell with over 18 years of experience in supply chain and transportation technology. He specializes in helping enterprise organizations modernize logistics operations through practical, value-driven solutions that connect strategy to exec... Read More →
Wednesday May 20, 2026 9:15am - 9:45am CDT
Mockingbird 4

9:20am CDT

(618) Spark Session: Beyond Sales Order Entry - Automating Key Operational Workflows
Wednesday May 20, 2026 9:20am - 9:35am CDT
From handling every inquiry that comes into a rep’s inbox (not just orders and quotes), to Accounting and Purchasing, Canals is fast becoming the end-to-end Operating AI for distributors. Come for an overview of how our suite of AI tools is helping distributors maximize operational efficiency and visibility.

Key takeaways:
1. New AI-powered workflows for customer inquiries, PO-to-receipt tracking, Accounts Receivable, and more
2. Benefits on response time, customer satisfaction and cost savings
3. How a single partner for AI workflow automation connects your teams
Speakers
DC

Dylon Chafin, Canals

Account Executive, Canals

Wednesday May 20, 2026 9:20am - 9:35am CDT
Theater 2, Solutions Center

9:40am CDT

(610) Spark Session: Sales Tax Risk is Growing: Are You Keeping Up?
Wednesday May 20, 2026 9:40am - 9:55am CDT
Sales tax obligations are expanding as distributors grow into new markets, channels, and product lines. With changing nexus rules and varying state requirements, it’s easy to fall behind. This session highlights where risk commonly emerges and how to stay ahead of evolving compliance demands.
  • Recognize common triggers that create new sales tax obligations 
  • Understand how state-by-state differences increase compliance complexity 
  • Learn how automation can help reduce exposure and improve visibility

Speakers
avatar for Andy Hall, Avalara

Andy Hall, Avalara

Sales Executive, Avalara

Wednesday May 20, 2026 9:40am - 9:55am CDT
Theater 1, Solutions Center

9:40am CDT

(616) Spark Session: CLEAR: A Framework for Becoming Data Driven with AI
Wednesday May 20, 2026 9:40am - 9:55am CDT
Most companies have more dashboards, reports and data than ever before, yet still struggle to become truly data driven.

In this session, we introduce CLEAR, a practical framework for improving data adoption and making AI genuinely useful within the business. We will explore why many analytics and AI initiatives fail to drive real business impact, and the key principles that help organizations turn data into action.

Designed for both business and technical audiences, this session focuses on practical ideas that can be applied regardless of where you are in your AI and analytics journey.
Speakers
MH

Mark Henson, OrangeQuery

Data & Analytics Expert, OrangeQuery

Wednesday May 20, 2026 9:40am - 9:55am CDT
Theater 2, Solutions Center

10:00am CDT

(602) Spark Session: Knowing Your CSD Users Are Ready Before Go-Live | A Back to Birst Session
Wednesday May 20, 2026 10:00am - 10:15am CDT
Dragon Pack Activity is the new module in the Dragon Pack suite, debuting at TUG Connects 2026. Activity measures real CSD transaction execution — not training attendance — so distributors going through a CSD implementation know whether their users are actually ready before the truck rolls. The Completed Transactions Dashboard, originally developed with Graybar Canada, gives implementation leads and branch managers visibility into who is doing what inside CSD on day one. In this session, we'll demo Activity live, and explain the in-flight trial: install Activity in your training environment tonight, free until you go live.
Speakers
avatar for Victoria Christiansen

Victoria Christiansen

Audit Product Manager/Dragon Librarian, Agile Dragon Group
I have extensive experience in documenting support materials and facilitating training sessions to ensure users have the necessary resources. Throughout my career, I've contributed significantly to organizations by documenting operational procedures and supporting the implementation... Read More →
avatar for David Murphy, Agile Dragon

David Murphy, Agile Dragon

Head of Product Development, Agile Dragon Group


Wednesday May 20, 2026 10:00am - 10:15am CDT
Theater 1, Solutions Center

1:15pm CDT

(502) GL Reporting That Matches the Board's Expectations | A Back to Birst Session
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Finance teams in distribution have historically lived with a difficult choice: build reports manually in legacy tools, invest in a separate financial analytics platform, or go without. Dragon Pack Financials is a third path — built natively inside Birst on your existing Infor license, with income statements and balance sheets that match to the penny and a full-service delivery model that gets finance teams live faster than any self-serve alternative. And increasingly, customers who have been running on-premises financial reporting solutions are finding that the cloud-native alternative they have been looking for has been inside their Infor environment all along.





In this session, Ching Cooper will walk through what financial reporting looks like when it lives inside your Birst environment — and share what a growing number of customers migrating from on-premises financial platforms are discovering when they make the switch, including:



  • GL History and Reconciliation — complete general ledger visibility with outputs that match what your accounting team and auditors expect
  • Income Statements and Balance Sheets — bank-ready financial reporting built on your CSD data, matched to the penny
  • On-Premises to Cloud Migration — how customers have moved their financial reporting out of on-premises tools and into Birst, what the transition looked like, and what they would do differently
  • Financial Platform Migration — what customers moving from other standalone financial reporting tools are experiencing, and why Dragon Pack Financials is becoming the destination of choice for CSD customers re-evaluating their analytics stack
  • Full-Service Delivery Model — provide your CSD credentials and ADG does the rest, getting your finance team live without requiring internal Birst development resources

This session is particularly relevant if your organization is currently running financial reporting in an on-premises tool and wondering what the path forward looks like. Come hear directly from the team building these solutions — and from the customers who have already made the move.



Try Dragon Pack Financials at TUG — Special Member Offer
  • Free 2-month trial in live production — exclusively for TUG members
  • Free while you are in-flight — no cost during your active CSD implementation
  • Monthly subscription, always month-to-month — no long-term commitment, cancel any time
Stop by the ADG booth to sign up or speak with a member of the team in the room.
Speakers
avatar for Ching Cooper

Ching Cooper

Financials and M3 Product Owner, Agile Dragon Group
In my 20+ years of professional experience, I'm always looking to bridge business and technology. Business users have trusted me to understand their processes, problems, and expectations for using information and implementing technology to meet their expectations. I've led over 100... Read More →
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Broadway A-B

1:15pm CDT

(514) A Siriusly Deep Dive: Gain Full Control OverYour ERP, eCommerce, & Data Flows
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Disconnected systems create inefficiencies, errors, and missed revenue opportunities. In this session, we’ll take a deeper look at how Sirius connects ERP, eCommerce, and other systems while providing full visibility into data flows, error handling, and system performance. We’ll walk through real scenarios and show how businesses can gain control over their operations and reduce risk.
Speakers
avatar for Slava Kravchuk

Slava Kravchuk

CEO, Atwix
Slava Kravchuk is the Founder and CEO of Atwix, a B2B eCommerce agency with over 15 years of experience helping distribution companies connect their ERP systems with modern digital commerce. Atwix develops modern B2B buyer portals with deep ERP and eCommerce integrations, and has built AI-powered... Read More →
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Music Row 2

1:15pm CDT

(520) Smarter Sales and Operations Insights with Phocas
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Learn how Infor distributors use Phocas to get instant visibility into sales performance, customer trends, and rep activity — and how to surface the opportunities and risks that matter most, without manual digging.

Key Takeaways:

1. Turn your Infor data into answers, fast. See how Phocas integrates directly with your Infor ERP to give sales and operations teams a clear, real-time view of performance across customers, products, branches, and reps — no manual exports or spreadsheets required.

2. Maximize revenue by focusing effort where it matters most. Insights helps sales reps and managers identify which customers deserve more attention, which are showing early signs of churn, and where the biggest growth opportunities lie — so your team spends less time guessing and more time acting on accounts that move the needle.

3. Already a Phocas customer? Here's what you might be missing. Whether you're new to Phocas or looking to get more out of your existing setup, this session will show practical ways to extend what you already have and take your sales and operations reporting to the next level.
Speakers
avatar for Alexa West

Alexa West

Account Executive, Phocas Software
Passionate about helping Infor customers save time on reporting and uncover better insights from their business data.

AW

Alex West

Technical Presales Lead, PHOCAS

Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Cumberland 1-2

1:15pm CDT

(522) Automate Tax Compliance from Calculation to Filing
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Tax compliance doesn’t stop at calculation. This session demonstrates how Avalara integrates with your systems to automate tax determination, reporting, and filing across jurisdictions. See how automation can help reduce manual processes and support more accurate compliance as your business grows.
Speakers
avatar for Michael Dominguez, Avalara

Michael Dominguez, Avalara

Senior Strategic Alliance Manager, Avalara

Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Music Row 3

1:15pm CDT

(527) UnForm v11 – AI Powered Document & Data Entry Automation
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
UnForm Image Manager is a time-tested and affordable solution that automates the capture of scanned and electronic documents. In addition to capturing documents and the data they contain for submission to UnForm Archive and IDM, UnForm translates them into electronic transactions to automate data entry into your Infor ERP.

With Version 11, UnForm introduces Intelligent Document Processing, a new module that utilizes AI-driven capabilities to simplify data extraction and transaction mapping. Trading partner-specific templates are not required, enabling faster implementations and easier maintenance, while preserving the advanced programming flexibility needed for complex workflows.

Attend this session for a look at how to utilize UnForm to:
• Automate processes.
• Achieve faster throughput.
• Enhance accuracy.
• Minimize routine and time-consuming data entry tasks.
Speakers
avatar for Paul Boushell

Paul Boushell

Sales Executive, SDSI / UnForm

avatar for Allen Miglore

Allen Miglore

President, SDSI / UnForm

Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Music Row 4

1:15pm CDT

(546) Fix the Friction: Modernizing Quote-to-Cash with Conexiom
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Are you missing the biggest opportunity in your quote to cash process? 
 
In a market where costs are rising and margins are shrinking, efficiency is no longer optional. Yet most efforts focus on the wrong end of the process, leaving hidden costs, delays, and friction untouched where it hurts most. This session challenges manufacturing and distribution leaders to look upstream, where the biggest opportunity in your operation may not be where you expect it.
 
You'll walk away with:

- Revealing insights into where cost, capacity, and margin quietly erode in order-to-cash
- A framework to reduce operational friction while actively improving customer experience
- A sharper lens on ROI that goes beyond headcount to capacity, retention, and revenue impact
- Practical metrics for measuring predictability and consistency, not just speed
- An understanding of how fixing the first mile creates outsized impact across your entire operation


Speakers
avatar for Logan Luptak

Logan Luptak

Strategic Accounts Executive, Conexiom
Logan brings over a decade of experience delivering software solutions for the distribution sector, with a focus on helping organizations modernize supply chain operations and improve performance. Logan is passionate about simplifying complex technology, cutting through technical... Read More →

Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Cumberland 5

1:15pm CDT

(548) A Smarter Way to Automate Procure-to-Pay 
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Has your procure-to-pay process become overly manual? Do you lack the resources to onboard suppliers/vendors with electronic ordering?


Join SPS Commerce to learn how to improve procure-to-pay performance with fully automated EDI within CSD, and leverage our team of experts to onboard your supplier community with minimal resources on your end. We’ll show how SPS helps businesses automate the exchange of item, order, shipment, and invoice data across their trading partner network—driving greater accuracy, visibility, and efficiency at every stage of the supply chain.

All of this is made possible by our Network Advantage, our proprietary intelligence built on real-world data we’ve collected from billions of transactions over the last 25 years. It’s then brought to life using our MAX AI tools, which make deciding on actionable next steps to grow your business simple and easy.

In this session, we’ll explore:
  • How to automate item, order, shipment, and invoice data exchange
  • Ways to improve order visibility and reduce inventory inefficiencies
  • How to simplify invoice reconciliation and reduce costly errors
  • How better vendor performance insights can improve supply chain outcomes
  • How our Network Advantage and MAX agentic intelligence power all of this
Speakers
avatar for Brian Finks

Brian Finks

Strategic Channel Sales Manager, Infor, SPS Commerce
I am excited to connect with all TUG attendees- I am able to help discuss options for Infor users who encounter EDI needs with their customers, retailers or suppliers/vendors. SPS is the leading provider of automated EDI solutions for both the order-to-cash and procure-to-pay sides... Read More →
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Mockingbird 4

1:15pm CDT

(550) Smarter Inventory. Stronger Growth. How Modern Distributors Improve Service while Freeing up Capital
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Distributors today are balancing rising service expectations with increasing pressure on cash and margins. This session shows how leading organizations are transforming inventory from a reactive cost center into a strategic driver of growth. Attendees will learn how to adopt a more data-driven approach to planning, improve fill rates, and unlock working capital, along with a look at how AI is reshaping supply chain decision-making.

Key Takeaways
  • Turn inventory into a competitive advantage that drives growth, service, and profitability
  • Identify and eliminate the hidden costs of reactive buying behaviors
  • Understand how AI enables faster, more confident supply chain decisions

Speakers
MB

Matt Bordes

Chief Revenue Officer, Blue Ridge Global

Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Cumberland 6

1:15pm CDT

(552) Unlock the Power of AI in Infor CRM SLX for your sales, service, marketing and operations
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Discover how AI-driven features inside Infor CRM SLX can revolutionize the way your entire organization works — from the front lines of sales to the back office. In this demonstration, we'll walk through real-world use cases tailored to every team (sales, customer service/support, marketing and operations).

What to expect from Infor CRM SLX AI features:
  • See how AI will benefit your sales, service, marketing and operations
  • View how quickly and effectively it looks up CRM and ERP integrated data
  • See how the AI takes the guesswork out of what to do next
  • View how the AI features can make everyone more efficient
Speakers
avatar for Bryan Marks

Bryan Marks

Director of Marketing, Syncsite
About SyncsiteOur approach
Our process is straightforward: we seek to understand the business first, build what is needed, ensure the solution can scale with growth and new technology, and support it over the long term.
Stability and longevity
With over 25 years in business, we offe... Read More →
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Old Hickory

2:00pm CDT

(125) The Practical AI Stack: Agents, Skills, and Modern Workflows
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
As AI moves beyond simple prompts and chatbots, organizations are beginning to assemble practical stacks of tools that allow AI to take on real work. This session explores a modern, 2026-era view of the AI stack—one example of how agents, reusable skills, prompting strategies, and workflows can work together to support everyday business processes.

Participants will see how effective prompting plays a key role in shaping reliable AI agents and skills, and how lightweight workflows can help AI operate beyond simple conversations. Coding knowledge is not a prerequisite, though light code examples may be used for illustration. The focus remains on practical understanding, application, and informed decision-making.
Speakers
avatar for Jim Spellos

Jim Spellos

Meeting U

Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(134) Infor OS: Artificial Intelligence - AI, GenAI, Agentic AI
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
Distributors are being asked to move faster, serve better, and do more with the same teams. In this session, learn how Infor OS brings AI, GenAI, and the next wave - agentic AI - into harmony with your data, workflows, and user experience. We’ll translate the hype into practical distribution outcomes: faster decisions, fewer manual touches, improved service levels, and scalable productivity. You’ll leave with a clear mental model of what each “AI” category does, where it fits in your landscape, and how to prioritize use cases that drive measurable value.
Speakers
avatar for Alyssa Hall

Alyssa Hall

Solutions Consultant, Infor

As a Solutions Consultant on Infor’s Tech & Innovations Team, I help organizations unlock the full power of Infor OS, the Velocity Suite, and advanced technologies. Whether you’re looking to modernize, optimize, or innovate, I’d love to connect and dive into the possibilities... Read More →
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(263) Infor Document Management: Latest Processing and Analytical Capabilities
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
Documents are the lifeblood of distribution—PODs, invoices, packing slips, certs, and compliance paperwork. This session highlights what’s new in Infor Document Management and our new capabilities as part of Velocity Suite that bring harmony to how documents are stored, indexed, secured, and retrieved.
Speakers
avatar for Somasundaram, Rohan

Somasundaram, Rohan

Senior Product Manager, Infor

I am technology and strategy professional based in New York City, currently in the role of Senior Product Manager on the Infor OS Platform team at Infor. I focus on owning the product strategy for Infor's IDM (Document Management) and IDP (Document Processor for OCR) capabilities... Read More →
avatar for Tanya Gonzalez

Tanya Gonzalez

Sr Director of Product Management, Infor
Tatiana (Tanya) Gonzalez is the Sr. Director of Product Management for Infor Industry Cloud Platform, overseeing Artificial Intelligence (AI) technologies, including Generative AI, Machine Learning, Optimization and Robotic Process Automation (RPA), enabling the future of Agent driven... Read More →
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(304) WMS Product Overview and Roadmap
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
Get a firsthand look at where Infor WMS is headed. In this session, the Infor product team will walk through the current state of the WMS platform and share what's coming next — including upcoming features, enhancements, and long-term product direction. Whether you're a current WMS user or evaluating your options, this is your opportunity to hear directly from the people building the product and ask the questions that matter most to your operation.
Speakers
avatar for Jerry Beaston

Jerry Beaston

WMS Senior Product Manager, Infor
I have worked in the Supply Chain space for 40 years and for the last 10 years with Infor as the Senior Product Manager for Infor WMS.  Previous experience includes working for Spencer Gifts retail as ERP Planning and Allocation manager, Silo Electronics as ERP and WMS manager, The... Read More →
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(402) Simplifying and Modernizing Their Technology Footprint: How Tropic Supply Is Replacing Point Solutions With the Kodaris Platform
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
In this session we will have a conversation with the leadership team at Tropic Supply regarding their technology journey, their drive to modernize operations both internally and for their customers, and the challenges and successes that they’ve experienced along the way. In addition, we will discuss how this multi-generational, family owned business is leveraging the Kodaris platform to simplify their tech footprint and reduce costs, while driving a tier-1 experience for their customers that competes with the enterprise distributors investing millions into their tech strategy.


Three Take Aways:
  • A real-world modernization story: Hear directly from Tropic Supply's leadership team about their technology journey, including the challenges and successes they've experienced while modernizing operations internally and for their customers.
  • Competing with the enterprise: Discover how Tropic Supply is leveraging Kodaris to deliver a tier-1 customer experience that competes with enterprise distributors investing millions into their technology strategy.
  • Doing more with less: Learn how this multi-generational, family owned business is using the Kodaris platform to simplify their tech footprint and reduce costs without sacrificing capability.
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBA

3:00pm CDT

(601) Spark Session: What Changed, Who Changed It, and When | A Back to Birst Session
Wednesday May 20, 2026 3:00pm - 3:15pm CDT
CSD is a high-transaction environment. Pricing changes, security modifications, customer record updates — keeping up with what changed and who changed it is a real operational and compliance challenge for every distribution organization. Most teams are either manually tracking changes, relying on memory, or simply not tracking them at all. Dragon Pack Audit changes that — and it is the only solution in the CSD market that does it inside Birst, with no additional license and no data leaving your Infor IOS environment.

In this 15-minute session you will see exactly how Dragon Pack Audit works and why it has become the fastest entry point into the Dragon Pack platform for organizations of every size, including:
  • Change Tracking at Scale — what changed, who changed it, and when, surfaced instantly across your entire CSD environment
  • SASO Visibility — how distribution companies are tracking security and system object changes that previously required manual investigation
  • Exception-Based Alerts — configurable notifications that bring critical changes to the right people without requiring them to go looking
  • Audit as a Compliance Tool — how finance and operations teams are using Dragon Pack Audit to satisfy internal and external audit requirements
  • No New License Required — Dragon Pack Audit runs inside your existing Birst environment, with your data staying inside Infor IOS

Whether you are already a Birst user looking for your first Dragon Pack entry point, or a CSD administrator trying to get a handle on what is happening in your system, this session will show you what is possible in 15 minutes or less.

Try Dragon Pack Audit at TUG — Special Member Offer
  •  Free 2-month trial in live production — exclusively for TUG members
  • Free while you are in-flight — no cost during your active CSD implementation
  • Monthly subscription, always month-to-month — no long-term commitment, cancel any time
Stop by the ADG booth to sign up or speak with a member of the team in the room.
Speakers
avatar for Victoria Christiansen

Victoria Christiansen

Audit Product Manager/Dragon Librarian, Agile Dragon Group
I have extensive experience in documenting support materials and facilitating training sessions to ensure users have the necessary resources. Throughout my career, I've contributed significantly to organizations by documenting operational procedures and supporting the implementation... Read More →
avatar for David Murphy, Agile Dragon

David Murphy, Agile Dragon

Head of Product Development, Agile Dragon Group


Wednesday May 20, 2026 3:00pm - 3:15pm CDT
Theater 1, Solutions Center

3:30pm CDT

(104) The Future of Data Management & Transformation: Optimize Margins and Improve Customer Service
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
Data is only as valuable as it is accurate. This session explores how Infor's data mesh technology is transforming the way distributors cleanse, harmonize, and govern their data — turning what was once a back-office headache into a competitive advantage that drives margin improvement and stronger customer relationships.
Speakers
avatar for Brad Symaka

Brad Symaka

Director of Sales, Data Management Solutions, Infor


avatar for Sam Zalat

Sam Zalat

Director, Global Professional Services, Infor

Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(122.1) AI for Distribution - How Our Customers are Using It (Also occurs at 10am Thursday)
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
See how our CSD customers and community are using Infor's Artificial Intelligence solutions. All the way from Machine Learning & Automation to GenAI & Agentic. Learn about real customer usecases, their projects, and their ROI.
Speakers
avatar for Brian Nigri

Brian Nigri

Infor, Infor
I have dedicated my almost 30-year career at Infor to helping distributors succeed in our ever-changing technology environment.  My most recent focus has been in cloud technologies which can help drive transformations though innovations in Process Automation, Analytics, and Artificial... Read More →
avatar for Brandy Alderman

Brandy Alderman

Director, Product Management, Infor
Hi!  Most of you know who I am, but for those of you who don't...  I'm the Product Manager for CSD which includes ISM, POD, Storeroom, and TWL.

I've been a customer, a partner, and now a product manager and have been using CSD/SX.e for 25 years now.

I work with partners, customers, and your TUG leadership to identify priority features for CSD and work hand-in-hand with development to establish the roadmap for the future... Read More →
MF

Max Fisher

Directory, Product Management - Velocity Suite, Infor

Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(161) Creating a Culture of Continuous Improvement
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
Sustainable success doesn’t come from one-time fixes—it comes from building a culture where improvement is ongoing and embraced at every level. In this session, we’ll explore what it takes to create an environment that empowers individuals and teams to continuously refine processes, innovate solutions, and adapt to change. You’ll learn practical strategies to foster accountability, encourage collaboration, and remove barriers that stall progress.
Whether you’re leading a small team or guiding organizational transformation, this presentation will equip you with the mindset and tools to build a workplace where continuous improvement becomes second nature.
Speakers
avatar for Sara Weith

Sara Weith

Chief Operating Officer, ASW Global Consulting
20 years experience in change management and project leadership across her many roles in both medicine and consulting. For ASW, she is a subject matter expert on Change Management and Leadership, often speaking, coaching,presenting, and holding roundtable discussions on related topics... Read More →
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(252) Product Data That Sells: What Manufacturers Need to Provide and the 10 Attributes That Matter Most
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
In today’s digital buying environment, strong product content is no longer optional, it is essential to helping customers find, evaluate, and confidently purchase products. But for many organizations, the challenge starts upstream: manufacturers are not always sure what data distributors need, and distributors are often left trying to build compelling product experiences from incomplete or inconsistent information.

This session connects both sides of that challenge. We will break down the product data manufacturers need to provide in order to support distributor success, while also highlighting the 10 key product attributes that most directly influence online buying decisions. From core specifications and descriptive content to digital assets, compliance details, and enriched attributes, attendees will gain a practical framework for what “good” product data really looks like and why it matters.

Whether you are a manufacturer looking to better support your channel partners or a distributor trying to improve product listings and conversion, this session will provide clear, actionable guidance for building a stronger product data foundation. Attendees will leave with a better understanding of the information required to sell more effectively, reduce friction in the buying process, and create product content that performs across digital channels.
Speakers
avatar for Brendan Cameron

Brendan Cameron

Head of Manufacturing & Distribution, Americaneagle.com
https://www.americaneagle.com/speakers/brendan-cameron​​​

Brendan is a Strategic Accounts Director at Americaneagle.com currently working on numerous sites in the B2B and B2C marketplaces. He has experience working with clients both large and small, and managing highly-c... Read More →
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD

4:30pm CDT

(126) Building a Successful AI solution - What it Takes to Succeed in the AI Journey
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
Learn what it takes to build a successful Artificial Intelligence implementation.  This session will focus on the overview of the essential components needed for an AI implementation, including use case definition, data collection, modeling, architecture, deployment and adoption.
Speakers
avatar for Tiffany Canada

Tiffany Canada

Director, Product Management, Infor

MF

Max Fisher

Directory, Product Management - Velocity Suite, Infor

avatar for Tanya Gonzalez

Tanya Gonzalez

Sr Director of Product Management, Infor
Tatiana (Tanya) Gonzalez is the Sr. Director of Product Management for Infor Industry Cloud Platform, overseeing Artificial Intelligence (AI) technologies, including Generative AI, Machine Learning, Optimization and Robotic Process Automation (RPA), enabling the future of Agent driven... Read More →
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

(333) What's New in ION Integrations
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
Integration is where harmony is either achieved—or lost. Join this session for the latest in ION integrations, including updates that help distributors connect applications with less custom code, better monitoring, and faster troubleshooting. We’ll cover modern integration patterns that reduce fragility and accelerate change, so you can onboard new partners, add capabilities, and keep data consistent across systems. Walk away with actionable ideas to improve reliability and reduce integration “noise” that slows operations.
Speakers
avatar for Jill Papendick

Jill Papendick

Manager - Infor OS Global Enablement, Infor
I’ve spent the past 13 years at Infor working with Infor OS applications, especially Infor Data Fabric. I’ve recently moved into a Development role where I focus on building enablement content for customers, partners, and fellow Inforians. I’m always happy to chat about Infor... Read More →
avatar for Sheryll Limmex

Sheryll Limmex

Principal Solution Architect, Infor

Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

(340) Advanced Extensibility with Mongoose and Workspaces
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
Discover how Infor Mongoose can be used to create custom widgets that enhance the Infor OS Portal experience. This session highlights how purpose-built widgets can surface critical insights, and focus user attentionwithin Portal workspaces. You’ll see approachable design concepts that show what’s possible—often without writing code.
Speakers
avatar for Paul Horne

Paul Horne

Sr. Director Product Management, Infor OS, Infor
Paul is Sr. Director of Product Management for several OS Products including Infor Mongoose and Portal  His focus is on citizen development and creative business solution delivery, with toolsets for the Infor family of products. Paul has more than 30 years in industry including 20... Read More →
avatar for Carsten Steinhoefel

Carsten Steinhoefel

Principal Solution Architect, Infor

Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

(356) Infor OS ION: Processes Available Inside the ION Desk Application
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
ION Desk is responsible for all Business Object Documents (BODs) inbound and outbound to all applications using BODs. This session will review the different processes available inside of the ION Desk application. With examples of Alerts for High Dollar Sales Orders or Task for Releasing Orders on Credit Hold, with a click of a button from the Portal, Tablet or Mobile Device. This is the replacement for Event Manager!
Speakers
avatar for Brandon Watson

Brandon Watson

VP, Tridex Systems
Tridex Systems is an Infor Alliance Partner working in the Distribution space for 17 years. We can help with on-prem network and server support, also CSD Migrations and anything to deal with CloudSuite InforOS and all of the tertiary applications. 
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

(392) Sip, Connect, Succeed: Women in Distribution Social Hour
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
Unwind, recharge, and keep the conversation going at our Women in Distribution Social session. Following the momentum of yesterday’s session, this casual and welcoming gathering gives you space to connect more personally with fellow attendees and continue the discussions that matter most.

Grab a drink, share stories, exchange ideas, and build relationships in a relaxed, lighthearted environment alongside other women in the distribution industry. Whether you’re deepening connections you’ve already made or meeting someone new, this is your opportunity to grow your network in a way that feels natural, supportive, and fun.

Because sometimes the most meaningful opportunities start with a simple conversation.
Speakers
avatar for Sara Weith

Sara Weith

Chief Operating Officer, ASW Global Consulting
20 years experience in change management and project leadership across her many roles in both medicine and consulting. For ASW, she is a subject matter expert on Change Management and Leadership, often speaking, coaching,presenting, and holding roundtable discussions on related topics... Read More →
avatar for Della Coffelt

Della Coffelt

Consultant, Carrier Enterprise
I am a business consultant at heart, always looking for ways to improve a process, solve a problem and new ways to use technology.  I've worked with the SXe/CSD  application since the old green screen days and I'm very happy with the technology progression I've seen.  I've been... Read More →
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD
 


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